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iShares Morningstar Mid-Cap ETF
IMCB

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $340M → $376M (+$36.3M)

7% more funds holding

Funds holding: 141 → 151 (+10)

1.51% more ownership

Funds ownership: 50.21% → 51.72% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$5.29M
2
Morgan Stanley
Morgan Stanley
New York
+$3.18M
3
MMA
Miracle Mile Advisors
California
+$2.53M
4
MIC
Means Investment Company
Maine
+$1.42M
5
RA
RFG Advisory
Alabama
+$618K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.93M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.36M
4
FTUS
Flow Traders U.S.
New York
-$1.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
76
Financial Futures
New Jersey
$388K -$7.66K -131 -2%
HTC
77
Haverford Trust Company
Pennsylvania
$382K – – –
GLA
78
Good Life Advisors
Pennsylvania
$368K -$9.83K -168 -3%
DWA
79
Divergent Wealth Advisors
Utah
$364K +$363K +6,206 New
AHC
80
Adell Harriman & Carpenter
Texas
$346K -$29.2K -500 -8%
Comerica Bank
81
Comerica Bank
Texas
$325K -$138K -2,368 -31%
ASN
82
Advisory Services Network
Georgia
$318K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$312K -$334K -5,706 -52%
LNC
84
Lincoln National Corp
Pennsylvania
$302K +$25.3K +433 +9%
PA
85
Procyon Advisors
Connecticut
$288K +$3.04K +52 +1%
IWM
86
IHT Wealth Management
Illinois
$270K -$234 -4 -0.1%
MA
87
Mutual Advisors
Nebraska
$252K +$6.43K +110 +3%
TC
88
TownSquare Capital
Utah
$249K +$248K +4,247 New
WMA
89
Wealth Management Associates
New Jersey
$248K – – –
MCM
90
MAI Capital Management
Ohio
$246K +$8.19K +140 +3%
CCA
91
Clearwater Capital Advisors
Illinois
$229K – – –
XF
92
XML Financial
Maryland
$225K – – –
WWM
93
Windsor Wealth Management
Indiana
$218K – – –
IAG
94
Ipsen Advisor Group
Arkansas
$217K +$216K +3,696 New
RSWM
95
Robertson Stephens Wealth Management
California
$209K +$208K +3,560 New
CTB
96
Country Trust Bank
Illinois
$183K – – –
FCA
97
FinTrust Capital Advisors
South Carolina
$182K – – –
BC
98
Barrett & Company
Rhode Island
$182K – – –
FMII
99
Farmers & Merchants Investments Inc
Nebraska
$177K – – –
Franklin Resources
100
Franklin Resources
California
$176K – – –
2 3
4
5 6

IMCB Hedge Fund Activity: Q4 2022 in Review

151 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q4 2022, worth a combined $376M — up 11% from $340M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IMCB positions and 8 closed out — a net gain of 13 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was UBS Group, adding an estimated $5.29M. The largest seller was Osaic Holdings, cutting an estimated $3.14M.

  • 151 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $376M of iShares Morningstar Mid-Cap ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Mid-Cap ETF positions in Q4 2022 and 8 closed out, a net change of +13 holders.
  • The largest iShares Morningstar Mid-Cap ETF buyer in Q4 2022 was UBS Group, an estimated $5.29M added.
  • The largest iShares Morningstar Mid-Cap ETF seller in Q4 2022 was Osaic Holdings, an estimated $3.14M sold.

Based on aggregated 13F filings for Q4 2022.